With a well-built career spanning financial services, small-business ownership, farming and entrepreneurship, Jeff is ready to work for each and every client that comes into his team’s circle.
Jeff is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Public Accountant. He has passed the Series 7, 63 and 65 securities exams and has insurance licenses in life, health and accident. Jeff graduated from Northwood University with a bachelor’s degree in business administration. He also attended the Agriculture Technology program at Michigan State.
Jeff is fueled by a championship mentality and emphasizes the importance of living his core values, both in life and in retirement: thoughtfulness, consistent output, leading with kindness, craftsmanship and a concept he calls WIN — What’s Important Now.
Jeff’s definitions of success aren’t just professional — they’re deeply personal, rooted in the values of hard work and service he learned growing up on his family’s seventh-generation dairy farm. His grandparents, both teachers, also instilled in him the importance of serving others with love, warmth and humor.
Away from the office, Jeff spends quality time with his wife, Michele, and their three children — Mitchell, Justice and Vivian. He enjoys bike rides, games and movie nights. An avid golfer, Jeff also finds joy in building Legos with his kids, listening to ’80s rock music and coaching basketball.
10 Things You May Not Know About Jeff Covert
- Was in the 4-H Club, where he showed pigs at county and state fairs, and won Grand and Reserve Champion
- Competed in the state finals as a member of the high school golf team
- Favorite movies: “Ironman,” “Ironman 2” and “Ironman 3”
- Enjoys building Legos with his family
- Loves 1980s rock music
- Coached a basketball game
- His son, Mitchell, recently graduated from the Business Honors Program at Oakland University
- His son, Justice, recently received a Character Award for his entire eighth-grade class of over 200 students
- Daughter Vivian, born at 26.5 weeks, is now 13 — Jeff’s cheer for her is, “Go Viv, Go Viv, Go Viv!”
- Most cherished trip: Hawaii for his honeymoon with Michele almost 25 years ago
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.